See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,734 | $92,222-48.2% | $76,768-37.8% | $135,375-64.7% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -3.17% | 5.46%-8.6pp | 2.43%-5.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $792 | $3,216-75.4% | $2,485-68.1% | $4,779-83.4% |
| Participant deferral / active EE | $4,120 | $4,509-8.6% | $3,852+7.0% | $5,609-26.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |